Risk Management, M & A, and Client Information

In the world of accounting, it is essential to be diligent about risk management and protecting client information on a daily basis. This is especially important during mergers and acquisitions, and when creating a succession plan and/or exit strategy. In this episode, Stephen Vono, a broker in professional liability insurance, shares his expertise on these topics and more. 

Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. Since 1996 he has focused on Professional Liability Insurance and Risk Management for accounting firms. His primary aim is to lower the exposure to litigation for accountants and CPA firms. Mr. Vono is active in several leading Accounting Associations and presents regularly at annual conferences on risk management topics. His articles on practice management for accounting firms have appeared in publications such as The Journal of Accountancy, and Accounting Today.

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Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.